GSC
MOFG

Ground Swell Capital’s MidWestOne Financial Group MOFG Stock Holding History

Ground Swell Capital’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Buy
+201
New +$4.77K 0.01% 1455

Other funds holding MOFG

AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ground Swell Capital's MOFG Position: Q3 2014 in Review

Ground Swell Capital opened a new position in MidWestOne Financial Group (MOFG) in Q3 2014: 201 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #1455 among its holdings.

50 funds tracked by Wall St. Rank hold MOFG as of Q3 2014.

  • Ground Swell Capital held 201 shares of MidWestOne Financial Group worth $5K as of Q3 2014.
  • MidWestOne Financial Group was a new Ground Swell Capital position in Q3 2014.
  • MidWestOne Financial Group made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1455 holding.
  • 50 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.